Sales & Customers
CRM
Leads, opportunities, customer communication and sales pipeline.
Generally available
Included in the standard Transcend ERP product and configured during implementation.
Key capabilities
- Lead capture including website forms
- Opportunity and pipeline management
- Activity, call and email tracking
- Assignment rules and follow-up reminders
- Campaign source tracking
Supported processes
- Lead to opportunity
- Opportunity to quotation
- Customer follow-up
Standard reports
- Pipeline by stage
- Lead source analysis
- Conversion rates
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